LAUNCH KIT
Your first financial system. Built in Excel and Google Sheets.
Ready before day one.
- A complete finance foundation delivered in 2 weeks.
- No accounting software to buy.
- No bookkeeper to hire.
- Just clean, automated spreadsheets you actually know how to use.
For only $650 one-time payment!
Did we say delivered in 2 weeks… or less!?
Who It's For
- You're launching something new.
- You want your numbers clean and organized from the start - so you're not untangling a mess six months from now.
- You're not ready for a full-time bookkeeper or a monthly retainer yet.
- You just need the foundation done right, then you'll take it from there.
What You Get
60-Minute Kickoff Call
We want to understand your business, revenue model, and cost structure.
Chart of Accounts
Custom-made in Google Sheets, tailored to your industry (service, product, SaaS, real estate, etc.)
Transaction Tracker
Clean, automated sheet with dropdowns and auto-categorization. Logging income & expenses takes 5 mins a week.
Financial Dashboard
Your P&L, cash position, and top KPIs, all live-linked to your tracker so numbers update as you enter data
12-month Starting Budget
Simple assumptions-driven model with monthly columns and year-end totals
Pricing Calculator
Know your breakeven per product or service
Cash Flow Forecast
13-week rolling view linked to your budget so you can see cash gaps weeks ahead
Tutorial Tab
In Each File
Your ultimate guide to remember how things work
30- Minute Handoff Call
Will walk you through the whole system
30 Days of Email Support
Revisions, questions, and tweaks are included.
Why It's Worth $650
Do It Yourself
$0
- Takes 30-50 hours
- Lots of trial and error
- Likely messy
❌ RISKY
Hire Consultant
$2,000 – $5,000
- Variable time quality
- Generic template
⚠️ EXPENSIVE
LAUNCH KIT
$650
- 2 weeks max
- Custom built
- Done right!
✅ BEST VALUE
FAQ
How long does it take?
Two weeks or less from kickoff call to final handoff. Most Launch Kits are delivered in 10 working days.
What do I need to start?
A Google account (for Sheets). That’s it. We’ll build everything else together.
Do I need QuickBooks or Xero?
No. The Launch Kit runs entirely in Google Sheets. You can add accounting software later if you want, but it’s not required. Many of my clients run on the spreadsheet system for 12–18 months before upgrading.
What happens after the 30 days of email support ends?
You’ll have three options.
- You keep running it yourself with full tutorials inside every file.
- You upgrade to the Starter retainer ($600/month) and I take over monthly bookkeeping using the system we built together.
- You hire someone else – the files are yours to keep forever.
Is this the same as what you sell on Fiverr?
What IS NOT included?
• Industry-specific licensing
It keeps the service globally deliverable – same kit for a founder in Manila, Madrid, or Miami – and avoids overlapping with your local CPA or attorney.
Ready to Start Clean?
Book a FREE 20-minute Discovery Call.
No pitch. No pressure.